NORCROSS WILDLIFE FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- NORCROSS WILDLIFE FOUNDATION INC (EIN 13-2041622)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-10
- IRS object ID
- 202303149349101725
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-10T13:54:57-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132781641 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MITCHELL & TITUS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 PINE STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132041622 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NORCROSS WILDLIFE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORC | BusinessNameControlTxt |
| Phone | 4132679654 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 269 | AddressLine1Txt |
| City | WALES | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01081 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ED HOOD | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4132451264 | PhoneNum |
| Signature | 2023-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ED | PersonFirstNm |
| Person Last | HOOD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FREDERICK E DAVIS JR | PreparerPersonNm |
| PTIN | P00446023 | PTIN |
| Phone | 2127094500 | PhoneNum |
| Preparation | 2023-11-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $51,961,694 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $25,875 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $791,524 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $791,524 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $791,524 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$52,003 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,033,518 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $139,327 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $131,627 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $904,723 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $791,524 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $923,151 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $156,561 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $156,561 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $616,620 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $616,620 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $92,358 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $92,358 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $31,765 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $31,765 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $40,034 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $40,034 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $296,489 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $239,542 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $239,542 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $296,493 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $11,531 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $11,531 | InterestDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $180,176 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $57,538 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $57,538 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $16,125 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $227,160 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $227,611 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,726,357 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $239,542 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $239,542 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,530,511 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $144,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $144,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,871,207 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $239,542 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $239,542 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,675,361 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$966,484 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $551,982 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $683,609 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $29,075 | CashBOYAmt |
| Cash EOY | $169,628 | CashEOYAmt |
| Cash EOYFMV | $169,628 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $915,274 | SavAndTempCashInvstBOYAmt |
| Other Nts And Loans Rcvbl | $165,928 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $635,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $165,928 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $165,928 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $33,673,129 | CorporateStockBOYAmt |
| Corporate Stock EOY | $29,373,351 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $29,373,351 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $14,019,048 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,983,319 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,983,319 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,439,695 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,066,329 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,066,329 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $13,499,334 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,296,195 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $11,267,953 | LandBOYAmt |
| Land EOY | $11,203,139 | LandEOYAmt |
| Land EOYFMV | $11,203,139 | LandEOYFMVAmt |
| Total Assets BOY | $61,979,174 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,961,694 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $51,961,694 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $280,053 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $84,464 | AccountsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $571,664 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $558,887 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $22,586 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,189 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $874,303 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $647,540 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $60,487,554 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $50,816,649 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $617,317 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $497,505 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $61,104,871 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $51,314,154 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $61,979,174 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $51,961,694 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $61,104,871 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$966,484 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $60,138,387 | SubtotalAmt |
| Other Decreases | $8,824,233 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $51,314,154 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,595,309 | $1,670,028 | -$74,719 | -$74,719 |
| PUBLICLY TRADED SECURITIES | $412,209 | $413,341 | -$1,132 | -$1,132 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$75,851 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,132 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,673 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,673 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,673 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $31,280 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $31,280 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $23,607 | OverpaymentAmt |
| Applied To ES Tax | $23,607 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.NORCROSSWILDLIFE.ORG | WebsiteAddressTxt |
| Individual With Books | ED HOOD | IndividualWithBooksNm |
| Phone | 4132451264 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 PECK ROAD | AddressLine1Txt |
| City | WALES | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01081 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LIZ AUSTIN | ||||||||
| 47 CAMDEN STREET | SOUTH HADLEY | MA | 01075 | CHAIR | 1.00 | $0 | $0 | $0 |
| CHARLES BAEDER | ||||||||
| 717 BELGRADE ROAD | MOUNT VERNON | MA | 04352 | VICE CHAIR | 1.00 | $0 | $0 | $0 |
| HELEN EICHMANN | ||||||||
| 35 WEST 82ND STREET 9A | NY | NY | 10024 | SECRETARY | 1.00 | $0 | $0 | $0 |
| TANYA KHOTIN | ||||||||
| 320 W 76TH STREET 8G | NY | NY | 10023 | TREASURER | 1.00 | $0 | $0 | $0 |
| KELLIE TERRY | ||||||||
| 354 W295TH ST | BRONX | NY | 10471 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SOL WATSON | ||||||||
| 341 WEST 87 STREET APT G | NY | NY | 10024 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANDREW FISK | ||||||||
| 118 MADISON AVENUE | HOLYOKE | MA | 01040 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BILL LABICH | ||||||||
| 91 FRANKLIN STREET | HOLYOKE | MA | 01040 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| J EDWARD HOOD | ||||||||
| 201 JACKSON RD | HARWICK | MA | 01037 | EXECUTIVE DIRECTOR | 40.00 | $120,000 | $36,561 | $0 |
| JOAN MILAM | ||||||||
| 24 SHEERMAN LANE | AMHERST | MA | 01002 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELIZABETH WROBLICKA | ||||||||
| 406 N FARMS RD | FLORENCE | MA | 01062 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| VEENA RAMANI | ||||||||
| PO BOX 284 | LINCOLN | MA | 01773 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JESSE BELLEMARE | ||||||||
| 78 RIDDELL STREET | GREENFIELD | MA | 01301 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LUCAS G F MCDIARMID | ||||||||
| 10 DEBORAH STREET | PALMER | MA | 01069 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| DERRICK TALBOT | ||||||||
| PO BOX 269 | WALES | MA | 01081 | DIRECTOR LAND & FACI | 40.00 | $83,985 | $35,752 | $0 |
| DAN JAFFEE WILDER | ||||||||
| PO BOX 269 | WALES | MA | 01081 | DIRECTOR, APPLIED EC | 40.00 | $77,024 | $28,063 | $0 |
| DENISE H GUGLIOTTI | ||||||||
| PO BOX 269 | WALES | MA | 01081 | ADMINISTRATIVE & FIS | 40.00 | $67,286 | $7,540 | $0 |
| MELANIE KENNEY | ||||||||
| PO BOX 269 | WALES | MA | 01081 | ECOLOGICAL HORTICULT | 40.00 | $53,796 | $15,314 | $0 |
| ETHAN SMITH | ||||||||
| PO BOX 269 | WALES | MA | 01081 | LAND STEWARD | 40.00 | $51,539 | $16,338 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 6 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MERRILL LYNCH | |||||
| 2 WFC 39TH FLOOR | NEW YORK | NY | 10281 | INVESTMENT MANAGEMENT | $184,503 |
| FIDUCIARY TRUST INTERNATIONAL LLC | |||||
| 55 OLD BEDFORD ROAD SUITE 302 | LINCOLN | MA | 01773 | INVESTMENT MANAGEMENT | $64,919 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 2 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CORE ACTIVITIES INCLUDE PROTECTING, ENHANCING AND EXPANDING HABITAT FOR WILDLIFE, PRIMARILY AT THE NORCROSS WILDLIFE SANCTUARY (KNOWN AS TUPPER HILL) IN THE FORM OF LAND HOLDINGS IN THE SURROUNDING TOWNS OF MONSON, WALES, HOLLAND AND BRIMFIELD, MA AND STAFFORD AND UNION, CT; PROPAGATING, ESTABLISHING, RESTORING AND MAINTAINING POPULATIONS OF THREATENED AND ENDANGERED PLANTS NATIVE TO NEW ENGLAND; PROVIDING THE PUBLIC WITH EDUCATION PROGRAMS IN NATURAL AND ENVIRONMENTAL SCIENCE; AND PROTECTING AND CONSERVING WILD LAND AND WILDLIFE WHEREVER THREATENED. | Description1Txt |
| Expenses1 | $1,429,862 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NON-INTEREST BEARING LOANS TO A NOT-FOR-PROFIT ORGANIZATION, DUE DECEMBER 2023 | Description1Txt |
| Expenses1 | $250,000 | Expenses1Amt |
| Total | $250,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,701,418 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $405,061 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,106,479 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,106,479 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,597 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,044,882 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $202,244 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,675,361 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $250,000 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $117,514 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $2,042,875 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $202,244 | CurrentYearAmt |
| Year1 | $243,106 | Year1Amt |
| Year2 | $1,233,302 | Year2Amt |
| Year3 | $728,763 | Year3Amt |
| Total | $2,407,415 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $171,907 | CurrentYearAmt |
| Year1 | $206,640 | Year1Amt |
| Year2 | $1,048,307 | Year2Amt |
| Year3 | $619,449 | Year3Amt |
| Total | $2,046,303 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,042,875 | CurrentYearAmt |
| Year1 | $1,981,068 | Year1Amt |
| Year2 | $1,913,027 | Year2Amt |
| Year3 | $2,974,967 | Year3Amt |
| Total | $8,911,937 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $515,934 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $672,500 | Year2Amt |
| Year3 | $1,307,450 | Year3Amt |
| Total | $2,495,884 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,526,941 | CurrentYearAmt |
| Year1 | $1,981,068 | Year1Amt |
| Year2 | $1,240,527 | Year2Amt |
| Year3 | $1,667,517 | Year3Amt |
| Total | $6,416,053 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $134,829 | CurrentYearAmt |
| Year1 | $162,071 | Year1Amt |
| Year2 | $1,416,988 | Year2Amt |
| Year3 | $485,842 | Year3Amt |
| Total | $2,199,730 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BILLION OYSTER PROJECT | ||||||
| 10 SOUTH ST SLIP 7 | NEW YORK | NY | 10004 | PC PUBLIC CHARITY | FOR GENERAL PROGRAMMING THAT SUPPORTS THEIR MISSION. | $2,000 |
| CATSKILL MOUNTAINKEEPER INC | ||||||
| PO BOX 268 | HURLEYVILLE | NY | 12747 | PC PUBLIC CHARITY | TO SUPPORT CATSKILL MOUNTAINKEEPER'S MISSION TO PROTECT THEIR REGION'S WILD LANDS AND NATURAL RESOURCES, SUPPORT SMART DEVELOPMENT TO SUSTAINABLY GROW OUR ECONOMY, NURTURE HEALTHY COMMUNITIES, AND ACCELERATE THE TRANSITION TO A 100% CLEAN ENERGY FUTURE IN NEW YORK AND BEYOND. | $1,250 |
| CRC CONNECTICUT RIVER CONSERVANCY | ||||||
| 15 BANK ROW | GREENFIELD | MA | 01310 | PC PUBLIC CHARITY | TO BE APPLIED AT THE DISCRETION OF THE DEVELOPMENT DIRECTOR. | $1,000 |
| FRANKLIN LAND TRUST INC | ||||||
| PO BOX 450 | SHELBURNE FALLS | MA | 01370 | PC PUBLIC CHARITY | TO BE USED FOR EQUIPMENT, MATERIALS, OR SUPPLIES THAT SUPPORT LAND CONSERVATION OR PROGRAM ACTIVITIES. | $500 |
| GROWNYC | ||||||
| PO BOX 2327 | NEW YORK | NY | 12747 | PC PUBLIC CHARITY | FOR PROGRAMS THAT FOCUS ON ISSUES OF: OPEN SPACE, WASTE REDUCTION, FOOD ACCESS AND FARMLAND PRESERVATION, RESOURCE CONSERVATION AND PROTECTION, AND CREATING THE NEXT GENERATION OF ENVIRONMENTAL STEWARDS. | $1,250 |
| GROWNYC | ||||||
| PO BOX 2327 | NEW YORK | NY | 10272 | PC PUBLIC CHARITY | FOR GENERAL PROGRAMMING THAT SUPPORTS THEIR MISSION. | $500 |
| KESTREL LAND TRUST | ||||||
| PO BOX 1016 | AMHERST | MA | 01004 | PC PUBLIC CHARITY | FOR APPLICATION TO THE PROMISE TO THE VALLEY CAMPAIGN | $1,000 |
| LATINO OUTDOORSCOMMUNITY INITIATIVES | ||||||
| 100 BROADWAY STE 480 | OAKLAND | CA | 94607 | PC PUBLIC CHARITY | FOR OUTDOOR CONSERVATION EDUCATION PROGRAMMING AND LOGISTICAL SUPPORT | $1,000 |
| LINCOLN LAND CONSERVATION TRUST | ||||||
| 145 LINCOLN ROAD SUITE 102A | LINCOLN | MA | 01773 | PC PUBLIC CHARITY | FOR GENERAL OPERATING SUPPORT | $2,500 |
| MASSACHUSETTS LAND TRUST COALITION | ||||||
| 18 WOLBACH ROAD | SUDBURY | MA | 01776 | PC PUBLIC CHARITY | TO SUPPORT MLTC'S GENERAL OPERATING BUDGET. | $1,500 |
| OPACUM LAND TRUSTMASSCONN | ||||||
| PO BOX 233 | STURBRIDGE | MA | 01566 | PC PUBLIC CHARITY | UNRESTRICTED GRANT TO FACILITATE AND IMPLEMENT THE WORK OF MASSCONN. | $25,000 |
| PALMER PUBLIC LIBRARY | ||||||
| 1455 N MAIN STREET | PALMER | MA | 01069 | PC PUBLIC CHARITY | FOR CONSERVATION EDUCATION EXPERIENCE AND/OR MATERIALS. | $500 |
| SOUL FIRE FARM INSTITUTE INC | ||||||
| 1972 NY-2 | PETERSBURG | NY | 12138 | PC PUBLIC CHARITY | FOR GENERAL OPERATIONS OF SOUL FIRE FARM WHICH BRINGS DIVERSE COMMUNITIES TOGETHER ON THEIR FARMLAND TO HEAL THE LAND AND SHARE SKILLS ON SUSTAINABLE AGRICULTURE, HEALTH, AND ENVIRONMENTAL JUSTICE. | $1,000 |
| SUSU COMMUNITY FARM VIA RETREAT FARM | ||||||
| 45 FARMHOUSE SQUARE | BRATTLEBORO | VT | 05301 | PC PUBLIC CHARITY | GENERAL OPERATIONS, COSTS ASSOCIATED WITH THIS YEAR'S FARMING SEASON. | $2,500 |
| THE ATOWI PROJECT | ||||||
| 45 FARMHOUSE SQUARE | BRATTLEBORO | VT | 05301 | PC PUBLIC CHARITY | TO SUPPORT THEIR MISSION. FISCAL SPONSOR IS RETREAT FARMS. | $2,500 |
| TOWN OF BRIMFIELD (MA) | ||||||
| TOWN HALL | BRIMFIELD | MA | 01010 | GOVERMENT | UNRESTRICTED MUNICIPAL GIFT | $2,500 |
| TOWN OF HOLLAND MA | ||||||
| TOWN HALL | HOLLAND | MA | 01521 | GOVERMENT | UNRESTRICTED MUNICIPAL GIFT | $5,000 |
| TOWN OF MONSON | ||||||
| 110 MAIN STREET | MONSON | MA | 01057 | GOVERMENT | UNRESTRICTED MUNICIPAL GIFT | $25,000 |
| TOWN OF STAFFORD | ||||||
| 1 MAIN STREET | STAFFORD SPRINGS | CT | 06076 | GOVERMENT | UNRESTRICTED MUNICIPAL GIFT | $10,000 |
| TOWN OF UNION | ||||||
| 10113 BUCKLEY HWY | UNION | CT | 06076 | GOVERMENT | UNRESTRICTED MUNICIPAL GIFT | $2,500 |
| TOWN OF WALES | ||||||
| PO BOX 8311 | WALES | MA | 01081 | GOVERMENT | UNRESTRICTED MUNICIPAL GIFT | $50,000 |
| MASSACHUSETTS COOPERATIVE FISH & WILDLIFE RESEARCH UNIT DEC | ||||||
| 160 HOLDSWORTH WAY | AMHERST | MA | 01003 | PC PUBLIC CHARITY | TO SUPPORT THE RESEARCH ON THE FEDERALLY ENDANGERED BOG TURTLE; TO ASSESS POPULATION TRENDS AND EFFECTS OF HABITAT MANAGEMENT AND DEVELOP A PROTOCOL FOR IDENTIFYING POTENTIAL NOVEL SITES BASED ON VEGETATION AND HYDROLOGY. | $2,500 |
| TOWN OF WALES PARKS COMMISSION | ||||||
| TOWN HALL 3 HOLLOW ROAD PO BOX 834 | WALES | MA | 01081 | GOVERMENT | MUNICIPAL GRANT FOR NEW PARK BENCHES AT SICHOL COLONY BLVD ON LAKE GEORGE | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $143,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $791,524 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $7,700 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$52,003 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUNDABLE | Desc |
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $131,627 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $878,848 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $878,848 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | THE EQUIPMENT WAS USED IN THE PRIMARY ACTIVITIES OF THE ORGANIZATION | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COMMONWEALTH OF MASSACHUSETTS DIVISION OF FISHERIES AND WILDLIFE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 RABBIT HILL ROAD | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $25,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $40,034 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $40,034 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | SALE OF EQUIPMENT | AssetDesc |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Gross Sales Price | $26,000 | GrossSalesPriceAmt |
| Basis | $2,152 | BasisAmt |
| Basis Method | COST | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $23,848 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MUTUAL FUNDS- FIXED INCOME | BondNm |
| EOY Book Value | $9,983,319 | EOYBookValueAmt |
| EOYFMV | $9,983,319 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | DOMESTIC EQUITY SECURITIES & MUTUAL FUNDS | StockNm |
| EOY Book Value | $29,373,351 | EOYBookValueAmt |
| EOYFMV | $29,373,351 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CASH AND EQUIVALENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,066,329 | BookValueAmt |
| EOYFMV | $1,066,329 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $31,765 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $31,765 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $8,824,233 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $53,555 | $0 | $0 | $53,555 |
| REPAIRS AND MAINTENANCE OF EQUIPMENT | $14,806 | $0 | $0 | $14,806 |
| REPAIRS AND MAINTENANCE OF BUILDINGS AND GROUNDS | $46,912 | $0 | $0 | $46,912 |
| REPAIRS AND MAINTENANCE OF LAND | $47,194 | $0 | $0 | $47,194 |
| OFFICE EXPENSES AND TELEPHONE | $31,493 | $0 | $0 | $31,943 |
| EDUCATIONAL MATERIALS | $21,458 | $0 | $0 | $21,459 |
| OTHER FEES | $628 | $0 | $0 | $628 |
| ADMIN-EMPLOYEE BENEFIT | $5,398 | $0 | $0 | $5,398 |
| MISCELLANEOUS | $5,716 | $0 | $0 | $5,716 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $7,700 | $0 | $0 |
| EXCISE TAX REFUNDABLE | $131,627 | $131,627 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY Book Value | $22,586 | BOYBookValueAmt |
| EOY Book Value | $4,189 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL PROCESSING FEE | $5,562 | $0 | $0 | $5,562 |
| OTHER PROFESSIONAL FEE | $405 | $0 | $0 | $409 |
| CONSULTING FEE | $50,980 | $0 | $0 | $50,980 |
| INVESTMENT FEES - MERRILL | $239,542 | $239,542 | $239,542 | $239,542 |